My long print interview at Lithuania’s LRT [Lithuanian PDF | English PDF] with Aleksandra Ketlerienė, deputy editor-in-chief of Lithuania’s LRT.lt, published 7January. We spoke in Warsaw, 19 November. My thanks to Aleksandra for her insightful questioning and editorial care. We discussed:






- The EU’s systemic energy-policy “own goals” since its initial energy-crisis win after Moscow began cutting gas exports early in 2021.
- Reforming failed/ineffective Russian price-cap sanctions for real sanctions, and how the global oil market is now favorable for “maximum pressure.”
- Historical perspectives on oil, gas, renewables, and nuclear sectors, essential for realistic policy formation.
- An historical overview of China’s decades-long effort to overcome its energy security, learning lessons of Japan’s WW2 weaknesses.
- (See topics summary))
SUMMARY of TOPICS
- The global oil system, Russia’s role and how the market’s present over-capacity presents Trump an opportunity to replace the failed oil-price cap with “real sanctions” — if he wants to seriously hurt Russia’s war-making capacities.
- The gas sector, Putin’s loss of Gazprom’s European market, the role of USA LNG, the end of Ukrainian transit, ….
- The EUs Green Deal – which I argue is in deepening crises, most fundamentally due to the failure to develop key, required technologies, and therefore in need of urgent, radical reform. The need to putt nuclear energy in first place. EU energy uncompetitiveness and insecurity are not primarily due to Russia’s weaponization of energy, nor the Ukraine war, but Europe’s chronic “own goals” failures in energy policy, modeled on Germany’s Energiewende.
- The Russian-Ukrainian war. Stark decisions will soon be forced upon European states, arising from the logic of the war itself, whether to deploy troops in Ukraine or not. How I expect specific European states will respond. This later part was too long for the LRT publication. I will print it in a later post, along with some other topics.
Hi Tom, as you know I read everything you post on this channel, this is also very interesting! just a note: the pictures appear to be overlapping with the text in the PDF, you might want to re-do that, since parts of the text cannot be seen.
Hope to meet again this year. Will you be in Munich for the Security Conference?
Best regards, Stephan
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